أفضل بودكاسات Talk Fs (2025)

1
From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7) 36:10

8d ago36:10

36:10

In this episode of Talk FS, Ryan Venner speaks with Lewis Shaw, a self-employed mortgage advisor with a unique background in the military. Lewis shares his journey into the mortgage industry, emphasising the importance of mentorship and practical experience in becoming a successful mortgage advisor. The conversation explores the shift in consumer b…

1
Chris Budd - Transforming Financial Advice Through Coaching (S2, E6) 39:57

22d ago39:57

39:57

In this episode, Chris Budd, a financial advisor and founder of Ovation Finance, discusses the evolution of financial advising towards a more human-centered approach. He emphasises the importance of coaching, listening, and understanding clients' true needs and desires to enhance their financial wellbeing. Chris shares personal experiences that led…

1
From Employee to Entrepreneur: Marianne's Mortgage Journey (S2,E5) 30:17

1M ago30:17

30:17

In this episode, Ryan Venner interviews Marianne Lombardi, a self-employed mortgage advisor with 17 years of experience. Marianne shares her journey from being an employed mortgage advisor to starting her own business, highlighting the challenges and rewards of self-employment. She discusses the importance of community support for mortgage brokers,…

1
How Serena Built a Mortgage Business From Scratch During Lockdown | Self-Employed Success Story (S2, E4) 40:15

2M ago40:15

40:15

In this episode of Talk FS, host Ryan Venner is joined by Serena Smith, an inspiring mortgage adviser who built her self-employed business during lockdown — and hasn’t looked back since. 💬 Serena shares: - Why she left her employed role to go self-employed - The emotional and financial challenges of starting from scratch - How she balances business…

1
As Tech Automates, Deep Emotional Awareness Is Your Secret Weapon — Insights from Jason Butler (S2, E3) 46:30

2M ago46:30

46:30

Join host Ryan Venner and guest Jason Butler, leading expert in financial wellbeing, as they tackle the rising importance of emotional intelligence (EQ) in financial services. With technology taking over routine tasks, Jason explains why cultivating emotional capacity and engaging in deeper conversations is now a critical competitive advantage for …

1
Why Most Financial Advice Gets It Backwards — Peter McGahan on Human-First Planning (S2, E2) 43:05

3M ago43:05

43:05

In this episode of Talk FS, Ryan Venner sits down with Peter McGahan, Chief Executive of Worldwide Financial Planning, to uncover a powerful truth: true financial wellbeing starts with understanding why—not just the numbers. Peter shares how aligning financial planning with human emotional needs—like security, purpose, and connection—leads to bette…

1
From the Bank Floor to the Big Stage: Emmanuel Asuquo on Financial Education (S2, E1) 38:56

3M ago38:56

38:56

In this episode, Emmanuel Asuquo shares his inspiring journey from being a cashier at Barclays to becoming a prominent financial advisor and content creator. He discusses the importance of financial education, especially for underserved communities, and how social media has allowed him to reach a wider audience. Emmanuel emphasises the role of fina…

1
IFA Admin to IFA Business Owner: The Journey with George Thomas #9 32:26

10M ago32:26

32:26

In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of runn…

1
Innovating Financial Services: Insights into the FCA with Ravi Bhalla #8 41:07

10M ago41:07

41:07

In this episode of Talk FS, Ryan Venner interviews Ravi Bhalla, the former head of innovation at the FCA. They discuss the FCA's role in promoting innovation within the financial services sector, the importance of proactive engagement between firms and regulators, and the impact of the new consumer duty on the industry. Ravi shares insights on the …

1
Understanding the Value of Networks in Financial Services with Julia Smith #7 40:59

11M ago40:59

40:59

In this episode, Ryan Venner speaks with Julia Smith, a seasoned professional in financial planning and mortgage advisory. They explore the misconceptions surrounding networks in the financial services industry, the benefits of being part of a network, and the critical importance of business planning. Julia shares her insights on coaching versus me…

1
2024 Financial Planning Recruitment Summary with Adrian Watson #6 35:16

11M ago35:16

35:16

In this episode of Talk FS, Ryan Venner engages with Adrian Watson, a seasoned expert in financial recruitment, to explore the current landscape of the financial planning market. They discuss the challenges faced in recruitment, the impact of economic factors such as cost of living and interest rates, and the evolving dynamics between employed and …

1
Demystifying Equity Release: What is Later Life Lending with Elaine Cook #5 30:28

11M ago30:28

30:28

In this episode, Ryan Venner interviews Elaine Cook, an expert in equity release and later life lending. They discuss common misconceptions about equity release, the evolution of products in the market, and the importance of independent advice. Elaine shares her journey in the industry, the regulatory protections in place for clients, and the signi…

1
My Journey to becoming a Financial Advisor with Linzi Webb #4 33:56

11M ago33:56

33:56

In this episode of Talk FS, Linzi Webb shares her inspiring journey from aspiring financial advisor to achieving her goal. Starting as an administrator, she navigated her way through the financial services industry, gaining valuable experience as a paraplanner before finally becoming a financial advisor. Linzi discusses the importance of support fr…

1
Effective Business Planning in Financial Services with Nick Hayes #3 31:27

11M ago31:27

31:27

In this episode of Talk FS, Ryan Venner speaks with Nick Hayes, Managing Director of Peer Financial Solutions, about the essential elements for success in the financial services industry. They discuss the significance of having a practical business plan, the importance of community among self-employed advisors, navigating market challenges, and the…

1
Building a Strong Team in Financial Services with Helen Clague #2 39:09

12M ago39:09

39:09

In this episode of Talk FS, Ryan Venner speaks with Helen Clague, Operations Director of Riverside Financial Consultants, about the importance of teamwork in financial planning. They discuss strategies for building the right team, the significance of fit in recruitment, and the value of career development. Helen shares insights on creating a strong…

1
Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1 38:23

12M ago38:23

38:23

In this episode of the Talk FS podcast, Ryan Venner interviews Mike Morris, Operations Manager at Andrews Mortgage Services. They discuss Mike's transition from a decade-long career in recruitment to becoming a successful mortgage advisor and eventually a manager. The conversation covers the importance of people skills in mortgage advice, building …

1
Welcome to Talk FS 3:19

12M ago3:19

3:19

Welcome to Talk FS, the podcast, hosted by Ryan Venner, where we delve deep into the world of financial services. Whether you're an IFA, Mortgage Broker, Paraplanner, Manager, or Financial Services Business Owner, this podcast is for you. As we all know, the financial services industry is constantly evolving with new regulations, technologies and m…

المدونة الصوتية تستحق الاستماع

Talk Fs بودكاست

المدونة الصوتية تستحق الاستماع

1
Talk FS

Talk FS

1
From Military to Mortgage Broker: Lewis Shaw’s Journey & Lessons for Advisers (S2, E7) 36:10

1
Chris Budd - Transforming Financial Advice Through Coaching (S2, E6) 39:57

1
From Employee to Entrepreneur: Marianne's Mortgage Journey (S2,E5) 30:17

1
How Serena Built a Mortgage Business From Scratch During Lockdown | Self-Employed Success Story (S2, E4) 40:15

1
As Tech Automates, Deep Emotional Awareness Is Your Secret Weapon — Insights from Jason Butler (S2, E3) 46:30

1
Why Most Financial Advice Gets It Backwards — Peter McGahan on Human-First Planning (S2, E2) 43:05

1
From the Bank Floor to the Big Stage: Emmanuel Asuquo on Financial Education (S2, E1) 38:56

1
IFA Admin to IFA Business Owner: The Journey with George Thomas #9 32:26

1
Innovating Financial Services: Insights into the FCA with Ravi Bhalla #8 41:07

1
Understanding the Value of Networks in Financial Services with Julia Smith #7 40:59

1
2024 Financial Planning Recruitment Summary with Adrian Watson #6 35:16

1
Demystifying Equity Release: What is Later Life Lending with Elaine Cook #5 30:28

1
My Journey to becoming a Financial Advisor with Linzi Webb #4 33:56

1
Effective Business Planning in Financial Services with Nick Hayes #3 31:27

1
Building a Strong Team in Financial Services with Helen Clague #2 39:09

1
Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1 38:23

1
Welcome to Talk FS 3:19

دليل مرجعي سريع